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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,947 | $232,540-84.1% | $185,117-80.0% | $147,586-75.0% |
| Participation rate | 56.3% | 82.4%-26.1pp | 77.3%-21.0pp | 82.8%-26.6pp |
| Annual return | 12.54% | 43.03%-30.5pp | 40.50%-28.0pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,872 | $5,834-67.9% | $5,045-62.9% | $5,439-65.6% |
| Admin fee / account holder | $9,714 | $10,275-5.5% | $8,159+19.1% | $10,886-10.8% |